Montana Investment Advisors Inc.

Montana Investment Advisors Inc. (CRD# 106377) is a financial advisory firm headquartered in , . They manage $46,606,058 in 102 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

http://montanainvestmentadvisors.com

By the Numbers

Total Assets Under Management

47

MILLION
Total Number of Accounts

102

ACCOUNTS
Average Account Value

$456,922

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CO, MT

Financial Advisors at Montana Investment Advisors Inc.

Showing 1 - 2 of 2 top financial advisors.

Brenda M. Davis

CRD#: 713779

401 East Main Street #416, Bozeman, MT 59715

Brenda Davis (CRD# 713779) is an Investment Advisor Representative working at Montana Investment Advisors Inc. in Bozeman, MT and has over 43 years of experience in the finance industry.

Nicholas H. Davis

CRD#: 601550

104 East Main Street #416, Bozeman, MT 59715

Nicholas Davis (CRD# 601550) is an Investment Advisor Representative working at Montana Investment Advisors Inc. in Bozeman, MT and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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